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Aptora Mobile II – Add Customer:Jobs

By |2021-07-26T09:42:50-05:00August 6th, 2019|Comments Off on Aptora Mobile II – Add Customer:Jobs
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Introduction

The Aptora Mobile II – Add Customer:Jobs has been designed to include corresponding tabs displayed on the “Customer” form in Total Office Manager. These data view options are displayed across the “Customer:Add” field on the “Customer” form. When completing information for the first time, click the “Add” button in the upper right corner to save. Once saved, the record is stored on the database. This means that the record is also available for view within Total Office Manager.

Form Access

  • From the Dashboard, click Master Lists | Customers. Then, click the Hamburger menu and select ‘Create Customer’.
Aptora Mobile II - Customers File Path

Customers File Path

 

Aptora Mobile II - Create Customer

Create Customer

Aptora Mobile II – Add Customer:Jobs

To add a new customer in Aptora Mobile II, there are six (6) tabs that may be completed – Main, Details, Addresses, Contact, Payment, and Job.

Aptora Mobile II - Customer Add New

Customer Add New

Main Tab

This section of the form allows users to add Parent, Name, Company Name, Salutation, First Name, Middle Initial, Last Name, Pronounced, and Contact.

Aptora Mobile II - Customer Add New - Main Tab

Customer Add New – Main Tab

Details Tab

This section of the form allows users to add Type, Terms, Sales Representative, Marketing, Marketing Type, Markup/Down Method, Department, Tax Code, Tax Item, and Notes.

Customer Add New - Details Tab

Customer Add New – Details Tab

Addresses Tab

This section allows users to add billing and work address information.

Customer Add New - Addresses Tab

Customer Add New – Addresses Tab

Contact Tab

The Contacts section will display information found on the “Contacts” tab of the “Customer:Job” form in Total Office Manager. This section allows users to add Automated Contact Method, Phone, Extension, Fax, Alternate Phone, Cell Phone, Alternate Contact, Owner, Email and Website information.

Customer Add New - Contact Tab

Customer Add New – Contact Tab

Payment Tab

The Payment Info section gives the user the ability to add Customer:Job payment information. This section allows users to add A/R Account, Credit Limit (if applicable), Payment Method, and place a customer on a credit hold.

Customer Add New - Payment Tab

Customer Add New – Payment Tab

Job Tab

This section allows a user to enter or select information related to the Customer:Job. This section allows users to add Job Status, Job Type, Forman, Start Date, Projected End, Finish Date, Contract Number, Contract Job Number, Description, and Job Details.

Customer Add New - Job Tab

Customer Add New – Job Tab

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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